Gender Male
Gregory B. Gilbert is the President, CEO, and CCO of Infinity Financial Services. He founded the firm in 2007 to offer the breadth of services and congenial culture that he would prefer as an independent financial advisor. Prior to starting Infinity, Greg was a registered principal and financial advisor for LPL Financial. Before that he was a
senior financial advisor and Executive Club member in the Global Private Client Group at Merrill Lynch. Greg has over 20 years of broad and deep financial services experience.
Prior to entering the investment industry, Greg was a producer and broadcast journalist, reporting on business, economics, politics, and current affairs on KCBS Radio in San Francisco.
Greg received his B.A. degree in speech communications from San Francisco State University. He holds a Certified Financial PlannerTM (CFP®) designation, and these FINRA registrations: Series 24, 7, 53, 4, and 66 licenses. He also holds State of California life and disability insurance licenses (#30C65349). Greg is a Board Member for the San Francisco Bay Area Council of Boy Scouts of America and a Speaker Committee member for the Rotary Club of Oakland, CA
